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Brett Ulrick
Co Founder, Director And Private Wealth Manager at Elston
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Work Experience
Co Founder, Director And Private Wealth Manager
2008 - Present · 16 years and 11 months
wilson htm
Investment Advisor And Branch Manager
2003 - 2008 · 5 years
Investment Performance Analytics - Consultant
2002 - 2003 · 1 years
Company Details
51-200 Employees
Elston is one of the largest privately owned and operated financial services companies in Australia, currently managing over $5.8 billion dollars in assets, making us one of Australia’s largest providers of Managed Account Solutions. We are focused on delivering conservative investment solutions to help investors build and preserve their wealth. We have established a consistent track record of strong risk-adjusted returns through a consistent, methodical approach to investment. We are a client-focused business with a positive, engaged team and culture, combining holistic wealth advice with the benefits of direct investment. We are not a platform-based business with unitised trusts, hidden fees and middlemen. Our expert team is committed to a core set of principles, designed to achieve our goal of being: “Australia’s most trusted and respected financial services firm.” Everything we do reflects this goal, the values that make it possible, and how we interact with clients. Call 1300 ELSTON
Year Founded
2008
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Level 5 Elston House 850 Ann Street Fortitude Valley, QLD 4006, AU
Keywords
Investment AdviceManaged AccountsAsset ManagementAfter Tax ManagementRetirement PlanningSelf Managed Super Funds (SMSF)Wholesale Investment Solutionsand SMSF Licensing OptionsSMSF Licensing Options
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